Ci Private Wealth, LLC Incresed Positions in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NNN
National Retail Properties, Inc.

Real Estate
3.98K
+ 16.8%
$38.0 - $43.19 $151K - $172K
27.6K $1.18M
BCE
Bce Inc

Communication Services
9.29K
+ 62.67%
$22.14 - $25.18 $206K - $234K
24.1K $553K
PVH
Pvh Corp.

Consumer Cyclical
9.9K
+ 94.67%
$63.81 - $107.78 $632K - $1.07M
20.4K $1.32M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.12K
+ 5.56%
$69.87 - $75.62 $148K - $160K
40.2K $2.91M
PR
Permian Resources Corporation

Energy
16.4K
+ 40.5%
$12.33 - $16.0 $203K - $263K
57K $789K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.8K
+ 5.8%
$63.91 - $70.19 $115K - $126K
32.8K $2.21M
RJF
Raymond James Financial Inc

Financial Services
3.99K
+ 18.73%
$137.62 - $172.64 $549K - $688K
25.3K $3.51M
NJR
New Jersey Resources Corp

Utilities
1.2K
+ 1.97%
$45.25 - $49.37 $54.1K - $59K
62K $3.04M
ESS
Essex Property Trust, Inc.

Real Estate
743
+ 40.58%
N/A
2.57K $702K
IXN
Ishares Global Information Tec

ETFs
2.95K
+ 121.74%
$75.73 - $88.4 $223K - $260K
5.36K $406K
IBN
Icici Bank LTD

Financial Services
3.17K
+ 5.42%
$27.55 - $31.67 $87.4K - $100K
61.8K $1.95M
LYG
Lloyds Banking Group PLC

Financial Services
15.8K
+ 12.73%
$2.58 - $3.9 $40.7K - $61.6K
140K $534K
PEN
Penumbra Inc

Healthcare
548
+ 32.33%
$237.28 - $303.76 $130K - $166K
2.24K $599K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
259
+ 1.43%
$60.74 - $73.87 $15.7K - $19.1K
18.4K $1.36M
FHI
Federated Hermes, Inc.

Financial Services
5.24K
+ 9.71%
$37.58 - $41.51 $197K - $217K
59.1K $2.41M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.64K
+ 57.35%
$49.67 - $51.43 $181K - $187K
9.99K $510K
NWSA
News Corp

Communication Services
7.46K
+ 14.18%
$26.29 - $30.49 $196K - $227K
60K $1.63M
OGE
Oge Energy Corp.

Utilities
2.33K
+ 14.88%
$39.76 - $46.32 $92.4K - $108K
18K $825K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.92K
+ 20.46%
$24.39 - $35.22 $95.7K - $138K
23.1K $685K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.61K
+ 15.42%
$45.62 - $51.12 $119K - $133K
19.5K $994K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.14K
+ 12.15%
$46.15 - $63.53 $52.8K - $72.7K
10.6K $650K
BLD
Top Build Corp

Industrials
720
+ 10.78%
$295.17 - $354.82 $213K - $255K
7.4K $2.26M
DOCS
Doximity, Inc.

Healthcare
2.33K
+ 26.16%
$49.71 - $83.14 $116K - $193K
11.2K $650K
RGLD
Royal Gold Inc

Basic Materials
556
+ 21.07%
$132.55 - $163.51 $73.7K - $90.9K
3.2K $522K
PODD
Insulet Corp

Healthcare
607
+ 6.74%
$237.06 - $288.29 $144K - $175K
9.61K $2.52M
HWKN
Hawkins Inc

Basic Materials
2.17K
+ 63.87%
$101.28 - $122.97 $220K - $267K
5.57K $589K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.32K
+ 3.34%
$55.47 - $61.45 $73K - $80.9K
40.7K $2.4M
LECO
Lincoln Electric Holdings Inc

Industrials
851
+ 30.25%
$180.51 - $216.81 $154K - $185K
3.66K $693K
ETSY
Etsy Inc

Consumer Cyclical
4.55K
+ 53.88%
$44.4 - $57.29 $202K - $260K
13K $612K
BCS
Barclays PLC

Financial Services
2.31K
+ 3.69%
$12.69 - $16.25 $29.3K - $37.6K
65K $998K
ESNT
Essent Group Ltd.

Financial Services
2.5K
+ 41.53%
$53.6 - $59.25 $134K - $148K
8.51K $491K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
10.7K
+ 72.25%
$16.48 - $19.07 $176K - $203K
25.4K $421K
OZK
Bank Ozk

Financial Services
4.37K
+ 17.55%
$41.71 - $53.1 $182K - $232K
29.3K $1.27M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2K
+ 4.08%
$39.65 - $43.35 $79.3K - $86.7K
51K $2.14M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.47K
+ 1.97%
$34.14 - $37.91 $50.3K - $55.8K
76.2K $2.72M
FLEX
Flex Ltd.

Technology
6.19K
+ 74.52%
$32.92 - $44.46 $204K - $275K
14.5K $479K
OHI
Omega Healthcare Investors Inc

Real Estate
3.9K
+ 7.68%
$35.7 - $38.33 $139K - $150K
54.7K $2.08M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.79K
+ 37.4%
$67.08 - $76.14 $120K - $136K
6.57K $484K
STAG
Stag Industrial, Inc.

Real Estate
1.12K
+ 2.18%
$32.39 - $37.07 $36.3K - $41.5K
52.6K $1.9M
NXST
Nexstar Media Group, Inc.

Communication Services
334
+ 7.22%
$146.34 - $182.75 $48.9K - $61K
4.96K $888K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
126
+ 0.33%
$42.3 - $53.69 $5.33K - $6.76K
38.4K $2M
PBA
Pembina Pipeline Corp

Energy
1.15K
+ 3.27%
$35.13 - $40.12 $40.3K - $46K
36.2K $1.45M
NOVT
Novanta Inc

Technology
972
+ 38.69%
N/A
3.48K $549K
FE
Firstenergy Corp

Utilities
3.12K
+ 7.28%
$37.95 - $43.5 $118K - $136K
45.9K $1.85M
IAC
Iac/Inter Active Corp

Communication Services
2.71K
+ 27.49%
$41.0 - $50.0 $111K - $135K
12.6K $576K
WTRG
Essential Utilities, Inc.

Utilities
566
+ 1.41%
$33.49 - $40.57 $19K - $23K
40.8K $1.61M
GWRE
Guidewire Software, Inc.

Technology
13
+ 0.16%
$166.74 - $218.22 $2.17K - $2.84K
7.92K $1.48M
WOR
Worthington Industries Inc

Industrials
470
+ 3.72%
$38.95 - $51.6 $18.3K - $24.3K
13.1K $656K
QBTS
D Wave Quantum Inc.

Technology
20.9K
+ 200.72%
$3.83 - $11.18 $80K - $233K
31.3K $237K
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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